Skip to content

Dewey Andrew Engelsma

Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

Are you Dewey Andrew Engelsma? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. LPL Financial LLCJul 2026 to now
  2. Advisory AlphaMay 2025 to Jun 2026
  3. Davenport UniversitySep 2022 to Dec 2025
  4. Lakeland PalletsSep 2022 to Jan 2023
  5. Mcdonald'sFeb 2022 to Oct 2022
  6. Hsb, Inc.Sep 2021 to May 2022
  7. A&t ConcreteMay 2020 to May 2025
  8. Covenant Christian High SchoolSep 2018 to Jun 2021
  9. UnemployedApr 2016 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8254596
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
CallContact this firm